DSM

BNY Mellon Strategic Municipal Bond Fund
DSM

Overview Fund Activity

83 hedge funds and large institutions have $57.9M invested in BNY Mellon Strategic Municipal Bond Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
22
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$4.53M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.25M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.12M
4
GC
4
Guggenheim Capital
Illinois
$6.04M
5
RP
5
Riverbridge Partners
Minnesota
$592K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$12.7M
2
UBS Group
2
UBS Group
Switzerland
$1.75M
3
RCM
3
Robinson Capital Management
Michigan
$562K
4
LSC
4
Logan Stone Capital
Illinois
$0
5
SIA
5
Sit Investment Associates
Minnesota
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$84K – – –
VCM
52
Virtue Capital Management
Tennessee
$84K +$84K +13,434 New
Stifel Financial
53
Stifel Financial
Missouri
$83K +$83K +13,419 New
NSIM
54
North Star Investment Management
Illinois
$82K – – –
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$82K +$82K +13,250 New
SMC
56
Smith, Moore & Co
Missouri
$78K -$78K -12,500 -50%
DAS
57
Dynamic Advisor Solutions
Arizona
$78K -$12.5K -2,000 -14%
FWM
58
Fairhaven Wealth Management
Illinois
$78K – – –
BCM
59
Brookstone Capital Management
Illinois
$78K +$9.89K +1,531 +15%
Citadel Advisors
60
Citadel Advisors
Florida
$78K +$78K +12,548 New
CF
61
Centaurus Financial
California
$76K -$620 -100 -0.8%
MFG
62
MidWestOne Financial Group
Iowa
$76K – – –
CCFM
63
Clear Creek Financial Management
Washington
$74K – – –
AAS
64
Avantax Advisory Services
Texas
$69K – – –
IAMOG
65
Investors Asset Management of Georgia
Georgia
$62K – – –
WAM
66
Wolverine Asset Management
Illinois
$50K +$50K +8,125 New
WTA
67
Washington Trust Advisors
Massachusetts
$47K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$32K – – –
AWM
69
Accel Wealth Management
Iowa
$26K – – –
BWA
70
BDO Wealth Advisors
Florida
$25K – – –
APA
71
American Portfolios Advisors
New York
$18.7K -$12.4K -2,000 -40%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$16K – – –
AW
73
ACG Wealth
Georgia
$16K +$16K +2,600 New
SSB
74
Sandy Spring Bank
Maryland
$14K +$188 +31 +1%
PWMG
75
Prestige Wealth Management Group
New Jersey
$9K – – –
1 2
3
4